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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Advisors associated with Purpose Financial Advisors, LLC are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC , and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Mariner Independent Advisor Network. Mariner Independent Advisor Network and Purpose Financial Advisors, LLC are separate entities from LPL Financial. Mariner Independent Advisor Network, LLC and Purpose Financial Advisors, LLC are not registered as a broker-dealer.

The registered representative/s associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mariner Investment Advisor Network CRS Form

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